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Mutual Fund Essays (Examples)

552 results for “Mutual Fund”.


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8 Pages
Research Paper

Economics

Mutual Fund Manager

Words: 2438
Length: 8 Pages
Type: Research Paper

Mutual Fund Manager Definition of the Fund Manager Position and Major esponsibilities Securities and Exchange Commission defines a mutual fund as a company that pools money from many investors…

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4 Pages
Thesis

Economics

Mutual Fund Research Analysis Mutual

Words: 1230
Length: 4 Pages
Type: Thesis

98% to 43.72%. The average fund in this category has a mean total return of -0.64% and a standard deviation of 12.23 USAA Precious Metals and Minerals (USAGX), 2009).…

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9 Pages
Essay

Economics

Mutual Fund Disclosure for the

Words: 2891
Length: 9 Pages
Type: Essay

b) It is required that the "summary prospectus appear at the front of a fund's prospectus." (Security Exchange Commission (b)) c) Amendments have been made so that the Internet…

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15 Pages
Term Paper

Economics

Mutual Funds and Hedge Funds

Words: 4062
Length: 15 Pages
Type: Term Paper

The first aspect of successful mutual fund performance is to define a benchmark. Most funds have specific benchmarks that they use both internally and externally. Externally, the benchmarks are…

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2 Pages
Case Study

Business - Management

Mutual Funds an Analysis of

Words: 501
Length: 2 Pages
Type: Case Study

The correlation was expected to be relatively weak because even high value funds can experience exceptional performance. The weakest correlation (0.056), which is not a significant correlation at all,…

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3 Pages
Term Paper

Economics

Mutual Fund Analysis Investment Management

Words: 1190
Length: 3 Pages
Type: Term Paper

When looking at risk, the fund does have a beta higher than that of its large cap blended peers. The beta of the fund is roughly 1.23 as compared…

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2 Pages
Essay

Finance

Mutual Funds and Load Fees

Words: 742
Length: 2 Pages
Type: Essay

Load Fees and Mutual Funds 1. Do you think it is worth paying the initial load fees mutual funds sometimes require? Why or why not? Please explain your reasoning.…

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4 Pages
Essay

Literature

Mutual Fund Evaluation Fidelity

Words: 1287
Length: 4 Pages
Type: Essay

Fidelity Large Cap Stock Fund is a domestic equity fund, comprised of 91% domestics and 9% international equities. As such it is not intended to mirror the performance of…

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4 Pages
Article Review

Economics

Depository Institutions and Mutual Funds

Words: 1249
Length: 4 Pages
Type: Article Review

Depository Institutions & Mutual Funds WSJ Article eview In a recent article entitled Advisers Face Barrage of Mutual-Fund Pitchmen, which was published by The Wall Street Journal on March…

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6 Pages
Essay

Economics

Investing Capital Mutual Fund Investing Is Important

Words: 2055
Length: 6 Pages
Type: Essay

Investing Capital Mutual fund Investing is important for it ensures that at the end of a certain period you can benefit out of your invested money. Investing can be…

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12 Pages
Term Paper

Economics

International Mutual Funds

Words: 5181
Length: 12 Pages
Type: Term Paper

International Mutual Funds Mutual Funds, the dynamic market: The business of mutual funds changes continuously and one of the things that is done is to replace the manager of…

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1 Pages
Term Paper

Economics

Investment in the Mutual Fund Industry and

Words: 320
Length: 1 Pages
Type: Term Paper

investment in the mutual fund industry and how fast it's growing. This growth was especially rapid during the 1990s. 401(k) plans have helped out with this growth, and contributed…

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2 Pages
Essay

Business

The Risks and Benefits of Investments

Words: 657
Length: 2 Pages
Type: Essay

Question One One of the key advantages that mutual funds offer in comparison to company stocks is diversification. In particular, mutual funds will offer the investor diversification by means…

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3 Pages
Essay

Finance

Active and Passive Mutual funds

Words: 937
Length: 3 Pages
Type: Essay

1. Which mutual fund or funds did you choose, and why? Please include a discussion about your choice of active or passive funds The mutual funds that I selected…

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2 Pages
Essay

Finance

Advantages of Mutual Funds and 401ks

Words: 642
Length: 2 Pages
Type: Essay

The Benefits of Mutual Funds and Employers Matching Employees’ Pension Contributions  Question 1 Investing in a mutual fund has major advantages compared with investing in the company stock. The…

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6 Pages
Essay

Economics

Hedge Funds Suitable for Retail

Words: 2663
Length: 6 Pages
Type: Essay

The investors have responsibility to invest based on the social needs. The retail investor, can for example is thus a person who buys socially responsible unit trusts or mutual…

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7 Pages
Essay

Economics

Hedge Funds Suitable for Retail

Words: 2447
Length: 7 Pages
Type: Essay

Unfortunately, determining which fund to go with for a retail investor is difficult, as there are many unscrupulous fund managers who might seek to take advantage of the fact…

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3 Pages
Essay

Economics

Hedge Funds Are Funds That Can Include

Words: 1282
Length: 3 Pages
Type: Essay

Hedge funds are funds that can include short and long positions, trade options or bonds, purchase and sell undervalued securities, and use arbitrage and invest in nearly every opportunity…

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35 Pages
Research Proposal

Economics

Hedge Fund Management Technique the

Words: 9602
Length: 35 Pages
Type: Research Proposal

2.3: Theme I: This study's first theme defines hedge funds and presents a synopsis of their history. 2.: Theme 2: Ways hedge funds compare to mutual funds are noted…

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6 Pages
Term Paper

Economics

Rise of the Hedge Fund

Words: 1740
Length: 6 Pages
Type: Term Paper

" (Grassi, 2007) III. HEDGE FUNDS REBOUND FROM SUBPRIME SUMMER in SEPTEMBER It is related in an October 10, 2007 report that Hedge funds "rebounded nicely from the summer…

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18 Pages
Research Proposal

Economics

Hedge Fund Regulation the Purpose

Words: 4816
Length: 18 Pages
Type: Research Proposal

In the first-round survey, a majority of investors cited diversification as their main objective in allocating to hedge funds. Among the second-round interviewees who were planning to increase their…

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10 Pages
Essay

Economics

Exchange Traded Funds

Words: 3535
Length: 10 Pages
Type: Essay

ETFs The first step is setting up an investment account is to understand the client. Everything flows from this. The client profile is developed through an extensive interview process,…

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5 Pages
Essay

Economics

Dimensional Fund Advisors Analysis Philosophy of Dfa

Words: 1703
Length: 5 Pages
Type: Essay

Dimensional Fund Advisors Analysis Philosophy of DFA Dimensional Fund Advisors (DFA) was an investment firm based in Santa Monica, California that was dedicated to the principle that the stock…

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4 Pages
Essay

Business

Contract Dispute Contract Is a Mutual Agreement

Words: 1258
Length: 4 Pages
Type: Essay

Contract Dispute Contract is a mutual agreement between at least two persons or parties, aimed at achieving a certain business goal. A contract can be oral or written, although,…

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2 Pages
Research Paper

Business

Advocacy Group Children's Defense Fund

Words: 662
Length: 2 Pages
Type: Research Paper

Mergers and acquisitions also offer the potential for expansion into a new regional market if the old one is super-saturated, if one of the merging or acquired entities is…

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2 Pages
Term Paper

Economics

Asset Allocation

Words: 720
Length: 2 Pages
Type: Term Paper

Finance A) I have chosen the Templeton Global Total eturn A, which is a high-performing fund that offers diversification and a global outlook. It is comprised of world bonds…

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11 Pages
Essay

Economics

Advice Soa Financial Planning Purpose of This

Words: 3385
Length: 11 Pages
Type: Essay

Advice (SOA): Financial Planning Purpose of this document is to prepare a statement of advice (SOA) on the financial planning for David Smith and Brenda Smith to achieve their…

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30 Pages
Literature Review

Urban Studies

Financial System Reforms Over the

Words: 10927
Length: 30 Pages
Type: Literature Review

3.2.3 Portfolio Diversification of Investment in Global Property Markets ecause the global property markets are affected by globalization and specific country / regional factors, means that the overall amounts…

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3 Pages
Thesis

Economics

Asset Classes According to Value

Words: 831
Length: 3 Pages
Type: Thesis

A mutual fund is managed in much the same manner as an individual portfolio. The one key difference is that there are a lot of investors putting their money…

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10 Pages
Case Study

Business

Fidelity Investments Human Resources

Words: 3039
Length: 10 Pages
Type: Case Study

Fidelity Investments- Human esources Fidelity Investments Fidelity Investments- T&D Program H Transformation strategy- Fidelity Investments Key Issues identified in interview Communication Change management Technology utilization Business Case: Context of…

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3 Pages
Research Paper

Economics

Asset Classes the Dow Component

Words: 856
Length: 3 Pages
Type: Research Paper

Microsoft has recorded a slight gain over the past three years, but has demonstrated substantial volatility. The company rose dramatically in 2007, fell sharply in 2008 and has recovered…

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5 Pages
Research Paper

Economics

Investment and Risk Are the

Words: 1532
Length: 5 Pages
Type: Research Paper

After the economic Collapse, precious metals like Gold and Silver have become the safe heaven investment for the investors. Investors know that they will get a high return by…

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1 Pages
Term Paper

Economics

Volatile Economic Market it Is

Words: 331
Length: 1 Pages
Type: Term Paper

Ideally, mutual funds should represent variety of market sectors throughout the world, to cushion the investor against regional recessions. Another psychological buffer for the cautious investor is to think…

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6 Pages
Research Paper

Economics

Modern Portfolio Theory

Words: 1875
Length: 6 Pages
Type: Research Paper

Theory (MPT) and its role in asset allocation and diversification. The paper reviews arguments in favor of and against MPT, in addition to reviewing how MPT affects portfolio management.…

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8 Pages
Essay

Economics

International Financial Markets and Institutions Throughout the

Words: 2559
Length: 8 Pages
Type: Essay

International Financial Markets and Institutions: Throughout the globe, today's landscape of international financial market and institutions has continued to experience several changes that require practitioners to examine new models.…

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1 Pages
Thesis

Economics

Fidelity Five Holdings of Fidelity

Words: 477
Length: 1 Pages
Type: Thesis

Firms under the guidance of individual investors are more likely to take a conservative approach to ethics, since the shareholders may take a greater interest in this 'human' side…

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2 Pages
Term Paper

Accounting

Accounting and Financial Statements Non-Profit

Words: 824
Length: 2 Pages
Type: Term Paper

As a customer, I will expect quality services from BDO. Mutual funds portfolio turnover is one of the easily explained investment qualities for investors. While expressed as percentages, it…

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3 Pages
Term Paper

Economics

Economics of Banking General Economic

Words: 737
Length: 3 Pages
Type: Term Paper

e. no standardization) b) Diamonds: good medium of exchange Peaches: perishable, differences in quality (i.e. no standardization) d) Grade a Honey: differences in quality (i.e. no standardization), difficult to…

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7 Pages
Essay

Economics

Bank for International Settlements 2010

Words: 2522
Length: 7 Pages
Type: Essay

The increase in profits (at certain points) highlights the overall risks vs. rewards, as they can see substantial growth of 5% each year. Moreover, the performance of various strategies…

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6 Pages
Research Paper

Economics

Risk and Return

Words: 1828
Length: 6 Pages
Type: Research Paper

risk and return for an investment portfolio that includes five asset categories: stocks, bonds, mutual funds, options, and precious metals. The purpose of diversified portfolio investment is to maximize…

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3 Pages
Research Paper

Economics

Portfolio Strategy

Words: 1003
Length: 3 Pages
Type: Research Paper

Strategy Over the last several years, the markets have faced a tremendous amount of volatility. Part of the reason for this, is because the global financial crisis and subsequent…

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2 Pages
Term Paper

Economics

Personal Statement Taking a Risk

Words: 659
Length: 2 Pages
Type: Term Paper

As a part of my work, I have conducted on-going analysis and monitoring of the risks involved in a variety of investment funds. I remained at the cutting edge…

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2 Pages
Term Paper

Economics

Financial Planning

Words: 582
Length: 2 Pages
Type: Term Paper

Finance For my portfolio, obviously there are certain stipulations that limit my choices, namely the $10,000, which is a pretty big constraint. I thought I would start with the…

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4 Pages
Term Paper

Economics

Diversification Risk and Transactions Costs

Words: 1009
Length: 4 Pages
Type: Term Paper

Does having two companies' stock increase the expected value of your portfolio? If not, then why is diversification a good thing in this example? Having the portfolio which consists…

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3 Pages
Term Paper

Business - Management

Charles Merrill Visionary Leader and

Words: 1098
Length: 3 Pages
Type: Term Paper

As a result: "In 1940, just 16% of Americans invested in stocks. Now over 50% do -- thanks to the explosion of 401(k) plans, the wide availability of mutual…

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6 Pages
Research Proposal

Economics

Skill Hypothesis the Regulation and

Words: 1756
Length: 6 Pages
Type: Research Proposal

There is a risk of loss as a result of nationalization).Transfer risk ( when a foreign authority restricts the transfer and delivery of foreign currencies), settlement risks, legal risks,…

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10 Pages
Essay

Economics

Investment and Money Management

Words: 2952
Length: 10 Pages
Type: Essay

Investments are the assets or items purchased with the anticipation to generate the income in the future. In the economic sense, investments refer to the goods and services purchased…

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10 Pages
Essay

Economics

Portfolio Construction and Money Management

Words: 2916
Length: 10 Pages
Type: Essay

financial assets in order to recommend the appropriate investment vehicle for the client. Analysis of different investment vehicles shows that ETFs are the best investment option for our clients.…

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5 Pages
Research Paper

Economics

Individual Financial Contingency Planning

Words: 1759
Length: 5 Pages
Type: Research Paper

Individual Financial Contingency Planning Temporary Assistance is the temporary help for the needy women, men, and children. If one is cannot find a job or the job is not…

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6 Pages
Essay

Economics

International Business Identify the Risks

Words: 2009
Length: 6 Pages
Type: Essay

Another reason why corporations choose to hold cash balances in a centralized repository is that the variety of accounts can be better managed as a mutual fund more complex…

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4 Pages
Essay

Economics

Pay Back Period Is the Length of

Words: 1370
Length: 4 Pages
Type: Essay

pay back period" is the length of time that is required to cover the cost of an investment. I would use this in order to make a good financial…

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5 Pages
Term Paper

Economics

Shuffle Master Is a Little Known Equity

Words: 1404
Length: 5 Pages
Type: Term Paper

Shuffle master is a little known equity, as evidenced by the fact that it is 95% owned by institutional investors such as pension funds and mutual funds. It is…

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2 Pages
Term Paper

Business

Extended Definition Financial Advisor Has

Words: 653
Length: 2 Pages
Type: Term Paper

It is therefore possible that these professionals will need to investigate all levels of the customer's needs. Issues such as hopes, dreams and desires are for example taken into…

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5 Pages
Essay

Economics

Financial Ratios There Are a Number of

Words: 1342
Length: 5 Pages
Type: Essay

Financial Ratios There are a number of financial ratios that will be valuable to a small business person. A small business is often concerned with cash flow, so ratios…

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5 Pages
Term Paper

Government

Capitol Crimes in the United States the

Words: 1396
Length: 5 Pages
Type: Term Paper

Capitol Crimes In the United States, the government has had to deal with accusations of corruption and duplicity from the beginning of the nation's creation. Unfortunately, many of these…

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11 Pages
Term Paper

Economics

One Person's View on the Ethics in Financial Management

Words: 3466
Length: 11 Pages
Type: Term Paper

conflict of interest is at the core of nearly every ethical dilemma. A conflict of interest, simply put, is a situation in which the decision maker has two or…

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3 Pages
Research Proposal

Economics

Bogleheads Guide the Bogleheads' Guide

Words: 925
Length: 3 Pages
Type: Research Proposal

Within the 336 pages of the ogleheads' Guide to Investing, Larimore, Lindauer and Le oeuf deftly discuss and analyze virtually every area of ogle's investment principles and strategies for…

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10 Pages
Essay

Economics

Investment Management in the Financial Sector The

Words: 2651
Length: 10 Pages
Type: Essay

investment management in the financial sector. The paper highlights the world's present macroeconomic situation. It further details the macro economic situation and the way it affects investment decisions in…

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81 Pages
Term Paper

Economics

Behavioral Finance Human Interaction a Study of the Decision-Making Processes Impacting Financial Markets Information Processing

Words: 22258
Length: 81 Pages
Type: Term Paper

ehavioral Finance and Human Interaction a Study of the Decision-Making Processes Impacting Financial Markets Understanding the Stock Market Contrasting Financial Theories Flaws of the Efficient Market Hypothesis Financial ubbles…

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3 Pages
Article Review

Economics

Cox on Universal Standards IFRS

Words: 933
Length: 3 Pages
Type: Article Review

For the layperson who is likely to be invested in a stock, a company or a mutual fund, this does reflect a core obstacle to effective decision-making. Indeed, as…

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